Protect Your Family & Wealth: Proactive Approach to Estate Planning

Over 50% of Canadians don’t have a signed will. And even among those who do, many plans have gaps that can lead to unnecessary stress, taxes, and complications for loved ones.

We understand that making decisions around these topics isn’t easy. As a result, estate planning often gets delayed; sometimes until it’s too late to fix key issues.

In this session, we’ll walk through the fundamentals of building a proper estate plan and how to proactively protect your family and finances.

What you’ll learn:

• The essential elements of a properly structured will
• How Powers of Attorney work and common mistakes to avoid
• What happens if you don’t have a plan in place
• How taxes can impact your estate and strategies to minimize them
• The role financial planning plays in protecting your family and legacy
• Key strategies to ensure your wealth transfers efficiently and intentionally

Event Venue & Nearby Stays

1 Robert Speck Pkwy, 1 Robert Speck Parkway, Mississauga, Canada

Concerts, fests, parties, meetups - all the happenings, one place.

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